Retirement Articles
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A Case for Annuities in Retirement
Journalist Evan Simonoff recently attended a conference on global retirement issues and wrote a summary of the discussions. The aging population creates an increased need for a reliable income stream. Much of the conference focused on how individuals can create that income stream and, in particular, annuities versus investing lump sums. It’s a good, balanced […]
Trust Fund Babies
The wealthy used to go to great lengths to set up trust funds that would provide amply for at least the next generation and often for future generations. Those family wealthy dynasties appear to be out of favor, according to this article from The Washington Post. They’re worried about spoiling their kids and not allowing […]
Don’t Expect Much Help from Social Security Administration
While many people discuss the financial condition of Social Security, few people, even those in Congress, pay attention to the quality of the bureaucracy. This post argues that the service offered by the Social Security Administration is poor and becoming poorer. The SSA has steadily reduced the services it provides to us. In a recent […]
Older People and Friendships
This post is anecdotal, not research based, but it’s interesting. The author’s theory is that older people are more willing to “fire” their friends. He thinks younger people have more but shallower relationships and that younger people’s relationships are more group-oriented, so firing one friend has repercussions with others. In the past few years, I’ve […]
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Living to 100
There are four keys to a long life, according to a recent study by BMO Wealth Institute (related to the Bank of Montreal). The four factors shouldn’t come as a surprise to readers of Retirement Watch or this blog. But the linked article is a good summary of the available research. The BMO report cited […]
August 2014
August 29, 2014 11:00 a.m. Your Retirement Finance Week in Review I’m closing this week’s review a little early because of the holiday week. I hope each of you have a great Labor Day weekend. Thanks to all of you who joined us at last week’s San Francisco MoneyShow. I appreciate the positive feedback about […]
Two Important New IRA Rules
Summer began with a couple of surprising changes about IRAs being announced. These important rules should figure in your IRA planning. First, the Supreme Court weighed in. The background is that in 2005 the federal bankruptcy law was revised. One of the revisions eliminated a patchwork of state rules and made clear that IRAs and […]
Making Your Most Important Estate Planning Decision – Choosing Your Trustee
The success of your Estate Planning often is determined by the choice of trustee. The importance of that choice isn’t discussed often or fully enough. Many estate plans now include one or more trusts set up for various purposes, so this is a vital issue for most people. A trust is managed and administered by […]
